+54.7%
WEC vs HSY
+9.9%
+44.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +1.4% | +3.8% | -2.4% | +0.2% |
| 30D | +12.8% | +6.9% | +5.9% | +10.5% |
| 3M | +11.2% | -4.1% | +15.3% | +12.4% |
| 6M | +6.6% | -5.0% | +11.6% | +7.7% |
| YTD | +13.8% | -2.3% | +16.1% | +12.9% |
| 1Y | +7.6% | +6.1% | +1.6% | +3.7% |
| 3Y | +62.2% | -0.7% | +62.9% | +56.3% |
| All | +54.7% | +9.9% | +44.8% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling